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Sigma Planning Corp: XONE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on XONE, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 33,958 XONE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,958 shares
    Change vs previous 13F +3,523 shares

    0.04% of the 13F portfolio, value $1,676,505.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,435 shares
    Change vs previous 13F +1,012 shares

    0.04% of the 13F portfolio, value $1,507,165.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,423 shares
    Change vs previous 13F -570 shares

    0.04% of the 13F portfolio, value $1,457,504.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,993 shares
    Change vs previous 13F +891 shares

    0.04% of the 13F portfolio, value $1,489,458.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,102 shares
    Change vs previous 13F -2,858 shares

    0.04% of the 13F portfolio, value $1,444,313.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 31,960 shares
    Change vs previous 13F +1,735 shares

    0.05% of the 13F portfolio, value $1,589,071.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 30,225 shares
    Change vs previous 13F +1,565 shares

    0.05% of the 13F portfolio, value $1,497,353.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,660 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,431,278.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).